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Search Functions

QuickEasy BOS includes built-in search functions for users to find records quickly.

Search Example

Serach Fields (Top Menu Bar)

FieldDescription
No.Type a number of the document and click View (button).
SearchType a word or phrase to search for it. Only searches the Reference field of the entries press Enter.

Search Block (Above Columns)

The search block is only visible when data is displayed (i.e. after View (button) is clicked).
It works as a filter and shows only those records that include the word or phrase typed in the search block.

FieldDescription
Search BarType a word or phrase. Searches every field for the word or phrase.
Click the X to clear the phrase. The X is only displayed after a word is entered.

Resetting Search Terms and Filters

FieldDescription
Arrow on View (button) > Reset Data FilterResets all the search fields and filters.

Learn More

  1. Edit Views: Explains what Edit Views are and provides some examples.
  2. Footers: Explains what information is displayed in transaction footers.
  3. Grid View Tutorials: These tutorials explain how to use the built-in context menu to group records.
  4. Grid Views: Explains what grid views are and the functions that can be used to customise displays.
  5. Layout: Explains the various layout options.
  6. List Views: Explains what List Views are.
  7. Popups: Explains what popups are and how they function.
  8. Saving and Restoring Layouts: These tutorials explain how to save and restore the grid layout.

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